Tag: financial leadership

Mike Fiaschetti: Leading With Integrity, Shaping Industries With Purpose

I’m proud to share a deeper look into my professional journey, values, and the experiences that have shaped my career across healthcare, insurance, leadership, and organizational strategy. Over the past 44 years, I’ve had the privilege of leading teams, serving communities, and contributing to meaningful industry transformation. Here is my biography.

Edward L. Gunnell II, EA, MST, NTPIF: Empowering Organizations to Grow with Confidence and Precision

I’m excited to share a deeper look into my professional journey, values, and the work that has shaped my career over the past three decades. My path has been driven by a passion for service, a commitment to ethical leadership, and a desire to help individuals and organizations grow with clarity and confidence. Here is my biography.

Terry Sossong: Strengthening Companies Through Strategy, Discipline, and Leadership

I’m excited to share a comprehensive look at my professional journey, leadership philosophy, and experience across the construction materials and heavy civil sectors. Over the past 30 years, I’ve had the privilege of leading diverse teams, managing complex operations, and helping organizations grow through strategy, financial discipline, and strong operational execution. Here is my biography.

Paige Batcha, CPA, MBA: Driving Growth with Clarity, Courage, and Connection

I am excited to share my professional biography, which reflects the journey of my career, my leadership philosophy, and my vision for creating clarity within chaos. With nearly two decades of experience as an executive, consultant, and fractional CFO, I have had the privilege of helping organizations transform, scale, and thrive.

Ned Siegel: Global Investment Strategist and Trusted Leader in Alternative Assets

I'm pleased to share my professional biography, which reflects over 30 years of experience in private equity, real estate, and alternative investments across global markets. My journey has been shaped by strong partnerships, leadership roles at leading financial institutions, and a commitment to driving growth and innovation.

Josh Taylor: Experienced Financial Strategist, Risk Manager, and Investment Advisor

Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

Jeanne McMillen, CPA: Executive Leader in Financial Strategy, Corporate Growth and Government Contracting

I’m excited to share my professional executive biography, highlighting over three decades of experience in strategic finance, compliance, and board-level advisory work across public, private, and nonprofit sectors. I’m currently exploring board opportunities where I can bring value through integrity, insight, and leadership.

Navigating Financial Strategies in a Multicultural Landscape

Navigating financial strategy in culturally distinct regions like Saudi Arabia and the UAE demands more than technical acumen—it requires a deep sensitivity to local customs, regulatory frameworks, and business etiquette. Drawing on my leadership roles in both markets, I've learned that successful financial oversight hinges on adaptability: from aligning with Saudi Arabia's trust-driven, hierarchical business environment to thriving in the UAE’s fast-paced, multinational climate. Leading cross-border initiatives such as corporate tax implementation and post-acquisition integration has underscored the importance of blending global standards with regional relevance. Ultimately, cross-cultural financial leadership is not only about compliance and efficiency but also about fostering trust, collaboration, and strategic alignment across diverse organizational landscapes.

Benjamin A. Jagoe: Strategic Investment Executive Bridging Private Equity, Global Markets, and Family Office Leadership

Benjamin A. Jagoe is a distinguished financial executive and investment strategist known for his cross-sector expertise, global investment fluency, and principled leadership. As Chief Investment Officer at Dobbs Management Service, Ben oversees a sophisticated portfolio spanning public equity, private assets, and alternatives—executing strategic acquisitions and advising family stakeholders with institutional-grade rigor. His legacy includes driving operational excellence across six board seats, spearheading venture investment initiatives, and serving as a trusted voice on financial strategy, family governance, and philanthropic engagement.

Syed Asad Abbas: Understanding, Fairness, and Justice in Every Financial Endeavor

I’m excited to share a comprehensive view of my professional journey and the values that guide me. With over two decades in commercial banking, financial analysis, and risk management—and a deep belief in understanding, fairness, and justice—I’m now seeking opportunities to contribute to mission-driven organizations through board service. Here is my biography.

Paul D. Judd: Strategic Tax Executive with Global Mining Expertise and Big Four Pedigree

Paul D. Judd is a veteran tax executive with over four decades of leadership in corporate tax strategy, compliance, and financial planning. With a distinguished career spanning major global mining corporations like Barrick Gold and Rio Tinto, and early roots in Big Four public accounting, Paul is recognized for his strategic insight, technical depth, and calm, collaborative leadership. His ability to navigate complex tax environments and align them with business objectives has made him a trusted advisor, respected industry advocate, and mentor in the financial and tax communities.

Doug Jordan: Visionary FinTech Executive & Global Leader in Digital Asset Innovation

Douglas Jordan is a visionary FinTech executive with over 30 years of experience leading transformative initiatives across global financial markets. As President of Diamond Standard Asset Management, he played a pivotal role in launching the world’s first SEC-regulated diamond commodity exchange, bridging traditional finance with blockchain innovation. Known for his strategic foresight, operational expertise, and ethical leadership, Douglas has consistently driven growth, built high-performing teams, and cultivated trusted relationships with investors, institutions, and global partners. His career reflects a rare combination of technical acumen, international perspective, and an unwavering commitment to innovation and integrity.

Jeffrey S. Carefoot

I'm excited to share a personal milestone in my professional journey. With over three decades of experience across investment management, strategy, and global market leadership, I've had the privilege of serving great teams and delivering real impact in finance and beyond. Now, as I look toward board opportunities and advisory roles, I’m eager to continue that journey with purpose and balance. Here is my biography.

Kevin Laughlin: Strategic Financial Executive Driving Scalable Growth and Operational Excellence

Kevin Laughlin is a seasoned financial executive with a proven track record of scaling companies from early-stage ventures to publicly traded enterprises across the software, services, internet, and manufacturing sectors. With deep expertise in SaaS, recurring revenue models, and operational finance, he has successfully led functions spanning accounting, financial planning, international operations, risk management, investor relations, and legal oversight. Throughout his career, Kevin has guided organizations through IPOs, mergers, and high-growth transitions, including taking companies from zero to \$100 million and from \$3 million to \$400 million in revenue. His leadership is marked by strategic foresight, operational excellence, and a commitment to building strong, scalable financial infrastructures.

Brandon Story: Strategic Capital Markets Leader with Visionary Financial Acumen

Brandon Story is a highly accomplished financial executive with more than 25 years of leadership in capital markets, investment strategy, and mortgage finance. Known for his strategic foresight and results-driven approach, he has held senior roles at Mr. Cooper and Pacific Union Financial, where he led multi-billion-dollar investment portfolios, developed innovative revenue strategies, and guided organizations through complex market landscapes. With deep expertise in asset management, secondary marketing, and business intelligence, Brandon blends technical rigor with collaborative leadership, making him a trusted advisor and impactful voice in the financial services industry.

Robert Lay, MBA | Strategic Financial Leader | CFO | Business Transformation & M&A Executive

Robert Lay is a dynamic financial executive known for his ability to lead complex business transformations, drive operational excellence, and deliver measurable financial results. With a track record that includes more than $800 million in M&A transactions and turning multi-million-dollar losses into profitability, Robert brings a unique blend of strategic vision, fiscal discipline, and leadership integrity. His approach is grounded in collaboration, data-driven decision-making, and a relentless focus on creating sustainable value across organizations.